Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APARTMENT INVESTMENT & MANAGEMENT COAIV · Entity 5661 | Director | January 29, 2025 | January 30, 2025 |
| Ares Commercial Real Estate CorpACRE · Entity 6141 | Director | May 14, 2018 | May 15, 2018 |
| Eastern Bankshares, Inc.EBC · Entity 448 | Risk Committee, Eastern Bank | October 08, 2020 | October 09, 2020 |
| Loomis Sayles Credit Income Opportunities FundLACIX · Entity 31943 | Trustee | May 14, 2026 | May 14, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
APARTMENT INVESTMENT & MANAGEMENT CO
Report date January 29, 2025 · Filed January 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 107,312 |
Reported balance
After 2025-01-29 transaction · row 1
1 source rowRow 1 · 2025-01-29 · Grant · Acquired 16,333 · Balance 107,312 F1: Award for director compensation; price column not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Award for director compensation; price column not applicable.
Ares Commercial Real Estate Corp
Report date May 14, 2018 · Filed May 15, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,739 |
Reported balance
After 2018-05-14 transaction · row 1
1 source rowRow 1 · 2018-05-14 · Grant · Acquired 4,461 · Balance 11,739 F1: Represents a grant of restricted stock pursuant to the Issuer's 2012 Equity Incentive Plan. The shares of restricted stock are scheduled to vest ratably on a quarterly basis over a one-year period on the first business day of each fiscal quarter beginning July 1, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock pursuant to the Issuer's 2012 Equity Incentive Plan. The shares of restricted stock are scheduled to vest ratably on a quarterly basis over a one-year period on the first business day of each fiscal quarter beginning July 1, 2018.
Eastern Bankshares, Inc.
Report date October 08, 2020 · Filed October 09, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2020-10-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Loomis Sayles Credit Income Opportunities Fund
Report date May 14, 2026 · Filed May 14, 2026
This filing explicitly reported no securities owned.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 29, 2025 Filed Jan 30, 2025 22:15 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GrantClass A Common Stock | 16,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-001331 · form4.xml · nonDerivative · entry 1 Sykes Kirk · CIK 0001301990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,312 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:18 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GrantClass A Common Stock | 15,092 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-001849 · form4.xml · nonDerivative · entry 1 Sykes Kirk · CIK 0001301990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,979 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:45 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GrantClass A Common Stock | 13,298 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-002134 · form4.xml · nonDerivative · entry 1 Sykes Kirk · CIK 0001301990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,887 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| February 04, 2022 Filed Feb 8, 2022 00:02 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GrantClass A Common Stock | 12,355 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-002963 · form4.xml · nonDerivative · entry 1 Sykes Kirk · CIK 0001301990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,589 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 23:40 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GrantClass A Common Stock | 16,234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001834606-21-000013 · edgar.xml · nonDerivative · entry 1 Sykes Kirk · CIK 0001301990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,234 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| December 21, 2020 Filed Dec 22, 2020 23:28 UTC | APARTMENT INVESTMENT & MANAGEMENT CO AIV · Entity 5661 | GrantClass A Common Stock | 34,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001349659-20-000092 · edgar.xml · nonDerivative · entry 1 Sykes Kirk · CIK 0001301990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,000 F1 · price: Award for director compensation; price column not applicable. Read SEC document |
| May 14, 2018 Filed May 15, 2018 22:11 UTC | Ares Commercial Real Estate Corp ACRE · Entity 6141 | GrantCommon Stock | 4,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001301990-18-000001 · wf-form4_152642229199635.xml · nonDerivative · entry 1 Sykes Kirk · CIK 0001301990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,739 F1 · price: Represents a grant of restricted stock pursuant to the Issuer's 2012 Equity Incentive Plan. The shares of restricted stock are scheduled to vest ratably on a quarterly basis over a one-year period on the first business day of each fiscal quarter beginning July 1, 2018. Read SEC document |
| October 17, 2017 Filed Oct 18, 2017 20:53 UTC | Ares Commercial Real Estate Corp ACRE · Entity 6141 | GrantCommon Stock | 2,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001529377-17-000060 · wf-form4_150835997835270.xml · nonDerivative · entry 2 Sykes Kirk · CIK 0001301990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,278 F2 · shares: Represents a grant of restricted shares of common stock pursuant to the Issuer's 2012 Equity Incentive Plan. The shares of restricted stock are scheduled to vest ratably on the first business day of the fiscal quarters beginning on January 1, 2018 and April 1, 2018. Read SEC document |
| October 17, 2017 Filed Oct 18, 2017 20:53 UTC | Ares Commercial Real Estate Corp ACRE · Entity 6141 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001529377-17-000060 · wf-form4_150835997835270.xml · nonDerivative · entry 1 Sykes Kirk · CIK 0001301990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · shares: Represents a grant of restricted shares of common stock pursuant to the Issuer's 2012 Equity Incentive Plan. The shares of restricted stock are scheduled to vest ratably on a quarterly basis over a three-year period on the first business day of each fiscal quarter beginning January 1, 2018. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.